Senior Digital Product Manager - Wealth Data Solutions

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Wealth Data Solutions seeks an experienced Senior Digital Product Manager (individual contributor) to lead data-driven product development. You will collaborate with technology and business stakeholders to translate data needs into platform improvements and manage the product roadmap end-to-end.

In this role, you’ll own prioritization, drive discovery, and ensure releases are tested and aligned with strategic priorities across wealth management domains.

Qualifications

• 5+ years of experience in digital product management.
• Experience collaborating with technology teams and business partners to define visions and roadmaps.
• Knowledge of data domain systems, API development, Microsoft applications, JIRA, Confluence, and DB analysis.
• Strong communication and presentation skills with leadership audiences.
• Ability to manage multiple priorities in a fast-paced, regulated environment.

Responsibilities

• Manage execution of the product roadmap and translate vision into deliverables.
• Define and prioritize features based on client needs and business goals.
• Maintain a product backlog in Agile with technology and business partners.
• Communicate insights and metrics to leadership on roadmap progress.
• Support deployment of features to production with thorough testing.

Skills

Product management

APIs

JIRA

Confluence

Data analysis

Microsoft Office

Tools

JIRA

Confluence

SQL

Copilot

VSCode

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full‑time basis without employer sponsorship.

Charles Schwab Wealth Data Solutions is responsible for delivering strategic and innovative B2B solutions supporting a range of industry leading Wealth experiences that our reps and clients love and trust. We are committed to solving consumer and client needs through active collaboration with cross functional teams to deliver modernized wealth data solutions at scale.

The Senior Digital Product Manager(individual contributor) will work closely with technology and business stakeholders throughout the firm to evaluate data needs and deliver best‑in‑class data solutions and services. You will play an integral role in platform development and ownership by working with the internal stakeholders across our entire product suite to deliver against committed priorities.

What you’ll do:

• Manage execution of the product roadmap; lead discovery and requirement definition to translate product vision into specific deliverables
• Define and prioritize product features and enhancements based on client needs and business goals
• Effectively manage a product backlog in an Agile environment, working closely with Technology and Business to effectively balance and deliver against committed priorities
• Partner with stakeholders to ensure product roadmap aligns with overall business strategy; regularly communicate product insights and metrics to leadership
• Support and successfully deploy features to production, ensuring all releases have been thoroughly tested and validated
• Forster in-depth understanding of the data platform and ensure the expansion of the product for various new use cases to expand the Wealth Management experiences
• Promote a culture of product innovation and data quality by encouraging creative solutioning and product stewardship
• Build cross-enterprise relationships with leaders, partners, and stakeholders across various organizations to solidify partnerships and execute goals, including alignment on the roadmap, product priorities, and trade‑off decision‑making
• Develop a deep understanding of the underlying technical architecture and data pipelines to inform product decisions and ensure end‑to‑end alignment across systems and capabilities
• Drive resolution of complex data issues by identifying root causes, collaborating with engineering teams, and implementing scalable solutions that enhance data integrity
• Ensure data quality and identify/mitigate risks across the organization through the implementation and execution of effective risk controls, policies and procedures
• Lead cross functional efforts to evolve data governance practices and ensure product solutions meet enterprise standards for data quality

What you have

Required Qualifications

• Strong digital product management skills; 5+ years of documented experience in product management
• Experience collaborating with technology teams and business partners to define strategic visions and roadmaps for business process solutions
• Familiarity with technical tools and skills, including knowledge of data domain systems, API development, Microsoft applications, JIRA, Confluence and any database analysis skills
• Highly developed communication and presentations skills with an outstanding ability to effectively communicate and present sophisticated concepts and risks to leadership teams
• Must be team oriented, strong at problem solving and data analysis, with the ability to manage multiple priorities and excel in a dynamic and fast‑moving regulated environment

Preferred Qualifications

• 5+ years of experience in Financial Data or Services, Wealth Management
• Self‑starter with organizational skills and ability to track multiple project results with minimal direction
• Experience with AI tools to automate day‑to‑day operations, conduct data analysis and perform research tasks, including familiarity with Microsoft Copilot and VSCode
• Familiarity with data analysis tools or any scripting tools
• Excellent analytical and influencing skills with the ability to think creatively and offer solutions that benefit employees, clients, and the firm
• Comfort in a dynamic and fast‑moving work environment
• Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
• Strategically think beyond day‑to‑day operations and analyze a variety of factors and metrics when making decisions

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance